Wealth on Purpose

By Brian Diffily and Brian Hartmann

The Wealth on Purpose podcast is a direct source for financial planning information relevant to your life. From general investing to the emotions of building wealth as a family, you can expect to get ... more

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FAQs about Wealth on Purpose:

How many episodes does Wealth on Purpose have?

The podcast currently has 23 episodes available.

Wealth on Purpose episodes:

February 14, 2024Episode 3: What Do Financial Advisors Do? One Title, Many Different Meanings...
In this episode of Wealth on Purpose, hosts Brian Diffily and Brian Hartmann discuss the different roles financial advisors can play in your life. Not all advisors are serving clients equally or the same way.

This episode sheds light on what individuals can expect from their advisor and advisory team. What is Granite Bridge's FIRST DATE??

Key Topics:
The common misconceptions about financial advisors and their roles
The importance of clear communication and understanding client needs
How Granite Bridge Wealth Management approaches client relationships
The adaptability of financial plans to life's changing circumstances
The holistic approach to financial planning, beyond just investment advice
The significance of a team approach in managing client relationships
How Granite Bridge Wealth Management ensures comprehensive coverage of all financial aspects for their clients
Connect with us:
Brian Diffily
Brian Hartmann, CFP®
Visit our website:
Granite Bridge Wealth
...more
29min
January 24, 2024Episode 1: What is Wealth on Purpose?
In this episode of Wealth on Purpose, Hosts Brian Diffily and Brian Hartmann lay the groundwork for their Wealth on Purpose mindset. They share information on their personal and professional backgrounds that led them to how this podcast came to life.

Setting expectations for listeners and subscribers as you buckle up for this and future episodes.

Key Topics:
The significance of tangible communication in financial planning
The evolution of client relationships and communication over time
The crucial role of understanding clients' needs and goals
Building a wealth management firm focused on excellent communication
Client stories and the importance of aligning values in client relationships
The intention behind the "Wealth on Purpose" podcast and its future direction
Connect with us:
Brian Diffily
Brian Hartmann, CFP®
Visit our website:
Granite Bridge Wealth
...more
16min
January 24, 2024Episode 2: The Why...
Before you decide to commit to being a regular listener to this Podcast, you deserve to know WHY Brian Hartmann and Brian Diffily are in the business of financial planning.

The WHY is always important, but often overlooked. This episode covers WHY the Brians dedicated their lives to helping families across the country plan for their financial futures.

Key Topics:
The journey of Brian Diffily and Brian Hartman into the financial advisory field
How major historical events influence financial advising strategies
Personal anecdotes highlighting their deep connections with clients
The shift in financial advising from numbers-focused to relationship-centric
Real-life stories demonstrating the impact of financial planning on clients' lives
The unique approach of Grant Bridge Wealth Management to financial advisory services
Connect with us:
Brian Diffily
Brian Hartmann, CFP®
Visit our website:
Granite Bridge Wealth
...more
29min

FAQs about Wealth on Purpose:

How many episodes does Wealth on Purpose have?

The podcast currently has 23 episodes available.